Fitting a Solution to Meet the Needs of a Workflow In-House


Your law firm just purchased a license for e-discovery software. Now what? Software implementations can be a substantial challenge for a variety of reasons, including lack of executive buy-in, poorly defined requirements, gaps between software and business objectives, and underestimating the impact of change for end users.

These challenges can be mitigated with proper planning. Here are steps you can take to ensure your solution meets the needs of your workflow when implementing your solution in-house.


Software implementation projects can become mired in unforeseen challenges, distractions and delays, so it’s important to keep a high-level focus on the business objectives you are trying to achieve and to communicate them to stakeholders throughout the process. Define success with your stakeholders and the project team at the outset, and be transparent about project goals and how they will help measure and meet success criteria.

Originally published in ILTA’s June 2014 Litigation and Practice Support white paper titled “Discovery Solutions: Process, Products and Progress” and is reprinted here with permission.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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